Quimby Rogers is a large advisory firm based in Clearwater. It manages $40.18 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Quimby Rogers provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Quimby Rogers is $40.18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Quimby Rogers for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Quimby Rogers performs its advisory services is located at 1432 Court St, Clearwater, FL 33756, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-446-2306 or by fax 727-443-3449. The normal business hours are 8:00a.m. - 5:00p.m. on Monday - Friday.